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Strategies & Market Trends : Tech Stock Options

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To: Judy who wrote (6372)3/26/1997 11:57:00 PM
From: Philip H. Lee   of 58727
 
DDIM. MSIM.

>Why do you plan to sell for good? Do you no longer believe in the yr2k story and DDIM?? Tell me about the IPO and what you plan to use the proceeds from DDIM for ... let's talk over on the Tech Options thread.<

I suspect that most of DDIM's story will be fully priced in shortly with the split generating interest in the stock. I intend to get out before or right after the first major anticipated earnings release...the sell-on-the-news concept. I expect DDIM's growth rate to peak in late97 - early98.

On the MSIM IPO, I don't know that much since info is hard to get, and I don't have a prospectus. I've heard good things about them, but that's about it.

Philip
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